- Santander US (Conshohocken, PA)
- Financial Advisor - Centralized , Conshohocken, PA Country: United States of America The Financial Advisor - Centralized is responsible for ... compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the… more
- M&T Bank (Radnor, PA)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area ... primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- TD Bank (Philadelphia, PA)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (FA) role is designed for motivated and ambitious ... FA will have a successful track record of selling investments and providing financial planning. You will leverage this experience to service the unique and complex… more
- The Cigna Group (Philadelphia, PA)
- …will also be maintained in parallel with the Excel model to support centralized pricing functionality. The responsibilities of this role are to understand new ... through the use of mathematical and statistical models in bid modeling and financial analyses, etc. + Completing ad hoc assessments and projects for corporate-wide… more
- University of Pennsylvania (Philadelphia, PA)
- …seminars, lectures, receptions, departmental dinners, and special events. + Create a centralized workflow for BE event requests, arrange venues, and liaise with ... Provide administrative advising support for the BE Master's Program Advisor . + Process degree audits and system updates +...be. + Long-Term Care Insurance: In partnership with Genworth Financial , Penn offers faculty and staff (and your eligible… more
- Deloitte (Philadelphia, PA)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred + Advanced degree such as Masters of ... the best outcomes for your clients? Are you curious about the IRS's new centralized partnership audit regime and how it might apply to passthrough taxpayers? If you… more